QuickBooks allows users to migrate their data from one variant to another with the help of a few easy steps. The QuickBooks data migration process is made convenient for users, and all you have to do is fulfill some system requirements beforehand. If you are planning to migrate data from QuickBooks Desktop to Online, you can follow the detailed procedure provided in this article below to successfully shift your QB data.
If you are having trouble performing the migration steps or are facing issues in the process, you can call us at +1-855-948-3646 to get assistance from our team of QB experts.
Scenarios where you might need QuickBooks Data Migration Services
The following reasons might be why you need to convert your QB data and perform the QuickBooks Online migration process –
1. Your company is growing, and you need more data space to store the data and perform accounting procedures.
2. You want to switch from another QuickBooks variant as your business requirements have changed, and the other variant is more suited to your needs.
3. There are different features in different QB variants, and you need to migrate to the other QB variant for distinct use.
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Steps to Successfully Perform the QuickBooks Desktop Data Migration
If you want to switch to QuickBooks Online, you can use the solutions provided below –
1. Log in as admin in QB Desktop to the company file you want to import and press the F2 key to launch the Product Information window.
2. When the product info opens, press Ctrl B + Q keys and hit OK at the bottom of the product page to start, followed by preparing the inventory for migration.
3. Hit Yes to bring them over, then clarify the starting date, and choose No if you want to set items later in QBO.
4. Remember, QuickBooks Online follows the FIFO method and recalculates existing and further transactions under this method, hence, use the first day following the last tax filing period to prevent amending tax forms later.
5. When the conversion from QuickBooks online to desktop migration is complete, you’ll receive an email to complete the setup, and once done, sign in to the QB Online account.
6. Before you start using QuickBooks Online after migration, you need to review and complete some activities to ensure that the data transfer is as per expectations.
Also, you need to import the information that didn’t happen automatically to ensure the QuickBooks Desktop Migration process was correct, compare the following reports –
• Balance Sheet report and customer balance summary for all dates.
• Sales tax summary report for the most recent period and supplier balance summary for all dates.
• Trial balances for all dates and any other reports you’d like to review.
7. Verify the reports by running them by all dates and set the accounting method to accrual in both QB Online and Desktop, and once done, run QuickBooks Online to operate your business data.
Conclusion
You can easily perform the QuickBooks data migration process by using the solutions given above. If there are issues in the migration process, you can reach out to us at +1-855-948-3646 to get assistance from our technical support team.
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